See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,285 | $109,413+149.8% | $156,263+74.9% | $84,808+222.2% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 13.30% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $9,059 | $2,907+211.6% | $4,333+109.1% | $2,631+244.3% |
| Participant deferral / active EE | $6,953 | $4,590+51.5% | $6,158+12.9% | $4,212+65.1% |
| Admin fee / account holder | $34,030 | $9,357+263.7% | $14,255+138.7% | $7,344+363.4% |